15900 S.W. 116th Avenue
Tigard, OR 97224
Your message has been sent to Carissa Peters. We look forward to being in touch.
Contact meComplete this form and Carissa Peters will contact you to discuss your needs.
* Indicates required fields
It is my pleasure to serve the financial needs of people in the Sherwood, Tualatin, King City, Tigard and Wilsonville areas. I started in the financial industry in 1999. I hold a Bachelor of Arts degree from the University of Oregon in Eugene, Oregon. I am fluent in Spanish. California Insurance License # 0L01818.
I want to make managing your finances as easy as possible for you. As your Investment Relationship Manager, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.
I am a member of Hillsboro School District. Outside of work, I enjoy running, gardening and spending time with my family.
Area of focus
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
Primary office15900 S.W. 116th Avenue
Tigard, OR 97224
Secondary office22515 Sw Washington St
Sherwood, OR 97140
Secondary office29112 Sw Town Center Loop West
Wilsonville, OR 97070
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.